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AI Automations

AI-Powered Lead Management & Sales Automation

Client: B2B SaaS Sales Team

Modern sales office with city skyline backdrop
AI Automations

Client: B2B SaaS Sales Team

92%

Avg. lead score accuracy

3.4x

Faster first response

24/7

Coverage, no queue

0

Leads missed

The Challenge & Solution

Project Overview

Their sales team was spending the first hour of every day manually triaging inbound demo requests. I built an AI agent that reads each lead the moment it arrives, enriches it with firmographic data, scores intent, and routes it to the right rep inside HubSpot — with a Slack notification for high-priority opportunities.

What Changed

What It Actually Does

  • ✓Reads & enriches every inbound lead in real time
  • ✓Scores intent using deal-stage history + firmographics
  • ✓Routes to the right rep automatically inside HubSpot
  • ✓Escalates high-value leads to Slack instantly
  • ✓Runs 24/7 — no queue, zero manual triage
Technology

Tools & Stack Used

HubSpotOpenAISlackZapier
Before Implementation

~4 hours

After Automation · First response time

~90 seconds

How It WorksLive Output
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Qualify every lead automatically.

AI-scored leads, routed to the right rep in seconds.